If your business passes on costs of goods and services to your clients, then you know how difficult it can be to provide these clients with the supporting information that they often require. One of our customers in the Design/Build industry needed a better way to bring all of this supporting information together to speed up their billing process and improve collections. We implemented DocuSphere Content Manager and Workflow with our PTB (Pass-thru-billing) service billing module. This solution integrates with their JD Edward’s EnterpriseOne billing system to produce accurate bills and backup documents. Whether it is images of supplier invoices or labor and costs from their JD Edward’s system, the PTB module assembles the documents and information that is then passed to a Project Manager or Accountant for review. Workflow allows this information to be accessed from either office or job site. Changes can be made and sent back through the system until all necessary information is complete. Once approved, the PTB module creates a final billing document with all the backup. This completed document may be printed, emailed or written to a CD for delivery to the customer. The result – each month this client now recognizes over $1,000,000 in revenue a month earlier than previously, and receivables have improved due to the accuracy and completeness of the billing data.
